User Category Management

CardioLog provides advanced visitor segmentation capabilities by integrating personal user data into reports.

Retrieval of additional user information, such as department, gender, and other profile data is performed by the User Categories Updates service, which retrieves the data from Active Directory attributes or SharePoint User Profiles by default. The User Categories Updates service can also retrieve the data from a custom source, using the custom user categories adaptor.

Configuring Visitor Segmentation by Active Directory Attributes

In order to retrieve additional user information such as department, gender, title or any other category available from Active Directory attributes, perform the following steps:

1. From the navigation pane in CardioLog go to Administration > CardioLog Scheduling Service > User Category Updates.
2. Set the service Scheduling Type to Daily at 00:00.
3. Click OK.
4. From the Administration navigation pane, select System Configuration, and then select User Category Management from the main window. 
5. Click on the user category you would like to add.
6. Click Save and restart the CardioLog Scheduling Service.
7. After the next run of the User Categories Updates service, your Active Directory attributes will be added to the Visitor Segments filter of each report, under User Categories.

Note: The User Categories filter can only be applied once the User Categories Updates is configured, not retroactively. In order to map usage data history to user categories please contact us.

Configuring Visitor Segmentation by SharePoint User Profiles

In order to retrieve additional user information such as department, gender, title or any other category available from SharePoint User Profiles, perform the following steps:

1. From the navigation pane in CardioLog go to Administration > CardioLog Scheduling Service > User Category Updates.
2. Set the service Scheduling Type to Daily at 00:00.
3. Click OK.
4. From the Administration navigation pane, select System Configuration, and then select User Category Management from the main window. 
5. Click on the user category you would like to add.
6. Click Save and restart the CardioLog Scheduling Service.
7. After the next run of the User Categories Updates service, your SharePoint User Profile properties will be added to the Visitor Segments filter of each report, under User Categories.

Note: The User Categories filter can only be applied once the User Categories Updates is configured, not retroactively. In order to map usage data history to user categories please contact us.